Crestmont INVESTMENTS represents many decades of experience in evaluating, managing, and investing in off-market and proprietary assets.

David M. Beach - Principal

David M. Beach is an accomplished investment professional with a focus on corporate finance, specializing in energy, business products, business services, and technology. He founded Crestmont Investments in 2017, positioning the firm as a leading placement agent for select management teams seeking capital from family offices and private investors. Under his leadership, Crestmont has facilitated investments that contribute to a cleaner, safer, and healthier world. Beach has extensive experience in structuring and executing transactions that drive value creation, leveraging deep industry relationships and financial expertise. His strategic vision has been instrumental in the firm's success in advising and capitalizing growth-stage companies.

L. G. Schafran - Principal

Mr. Schafran co-founded Crestmont in 2018 following an extensive career, spanning over 50 years, in NYC real estate and capital markets. He is a highly qualified independent board advisor and certified as a Sarbanes-Oxley financial expert with extensive experience as board chairman and audit committee member for multiple corporations. Mr. Schafran holds BBA and MBA degrees from the University of Wisconsin where he also taught Corporation Finance and Modern Corporate Problems.

KEVIN FLYNN - Director, Finance and investor relations

Mr. Flynn joined Crestmont in 2021 following a career in investments serving institutional and individual investors. Prior to joining Crestmont, he worked at JPMorgan Asset Management as a member of the North American institutional product strategy team. He began his career at Ayco - a Goldman Sachs Company, working with high and ultra-net-worth individuals to construct and implement portfolios. He earned his MBA and BS in Business Administration from The College of Saint Rose and is a CFA ® charter holder. kflynn@crestmontinvestments.com.

henry hays - senior analyst

Mr. Hays joined Crestmont Investments in 2024 after a career in renewable energy finance and accounting. He was a Senior Analyst at EDF Renewables, leading structured finance efforts for 1GW+ of solar and 250MW of storage, securing $500M+ in revenue. Previously, he was an Analyst at Goldman Sachs Renewable Power (now MN8 Energy), optimizing financial reporting and treasury operations. He began his career at KPMG as an Audit Associate, working with clients in energy, pharmaceuticals, and non-profits. Mr. Hays holds a Master of Accounting and a B.S.B.A. from the University of North Carolina at Chapel Hill. hhays@crestmontinvestments.com